VH
VH
Vaughn Holcer
32 Years of Experience
Burneyville, OK
1 DisclosureBrokerSells Insurance
Vaughn Holcer is a registered investment advisor, based in Burneyville, OK, with 32 years of industry experience.
Location
Burneyville, OK
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Regulatory History (1)
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Customer Dispute
January 2009Denied
Other Business ActivitiesSells Insurance
Vaughn is involved in several fiduciary appointments as a trustee. He also sells indexed annuities through Avantax and presents insurance products through Comprehensive Family Financial Services, taking a few hours per week for each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
June 1995 - September 2025 · 30 yrs 3 mos
Avantax Investment Services, INC.Broker
February 1994 - September 2025 · 31 yrs 7 mos
State Registrations6 states
ILKSMNMOOKTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.